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Well Done, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Well Done, LLC
报告期 2026-03-31 · CIK 0001667132
持仓数
197
前50大市值合计
$582.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 10
增持 54
减持 76
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
—
VOXX INTL CORP
+$30.6M
6,463,808
+95%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$7.7M
113
-2%
减持
SOXX
ISHARES TR
-$5.4M
1,069
-95%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
USMV
ISHARES TR
+$4.8M
250,574
+16%
建仓
IAI
ISHARES TR
+$4.7M
36,804
增持
IYJ
ISHARES TR
+$4.5M
35,564
+1315%
增持
DGRO
ISHARES TR
+$4.0M
261,000
+22%
清仓
IEZ
ISHARES TR
-$3.9M
0
-100%
减持
IVV
ISHARES TR
+$3.4M
114,270
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.3M
42,641
+7%
减持
GNTX
GENTEX CORP
-$1.7M
398,372
-1%
建仓
IYE
ISHARES TR
+$1.7M
35,740
增持
WPM
WHEATON PRECIOUS METALS CORP
+$1.6M
38,108
+174%
增持
ABBV
ABBVIE INC
+$1.3M
49,605
+0%
建仓
WTFC
WINTRUST FINL CORP
+$1.3M
11,599
清仓
—
MACATAWA BK CORP
-$1.2M
0
-100%
增持
IAU
ISHARES GOLD TR
+$1.1M
158,873
+3%
增持
DFSV
DIMENSIONAL ETF TRUST
+$860.7K
382,053
+1%
减持
BOXX
EA SERIES TRUST
-$799.8K
24,212
-24%
增持
SHY
ISHARES TR
+$741.0K
68,776
+13%
减持
QUAL
ISHARES TR
+$705.4K
103,968
-1%
减持
PECO
PHILLIPS EDISON & CO INC
-$673.1K
14,009
-62%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$637.1K
41,821
+0%
清仓
UBER
UBER TECHNOLOGIES INC
-$631.4K
0
-100%
清仓
OXY
OCCIDENTAL PETE CORP
-$614.2K
0
-100%
增持
ITA
ISHARES TR
+$581.5K
32,116
+0%
增持
VTV
VANGUARD INDEX FDS
+$571.5K
26,247
+5%
减持
MSFT
MICROSOFT CORP
-$528.8K
9,187
-8%
增持
ITOT
ISHARES TR
+$515.5K
60,387
+1%
减持
EFAV
ISHARES TR
+$507.9K
95,333
-3%
减持
CVX
CHEVRON CORP NEW
-$460.2K
1,690
-63%
减持
SSUS
STRATEGY SHS
-$453.9K
11,502
-51%
减持
QVAL
EA SERIES TRUST
+$438.5K
138,314
-0%
减持
MTUM
ISHARES TR
+$403.5K
58,483
-1%
增持
IGV
ISHARES TR
+$385.9K
53,354
+6%
增持
DFAS
DIMENSIONAL ETF TRUST
+$374.9K
66,955
+1%
增持
IJR
ISHARES TR
+$363.8K
31,151
+1%
减持
EEMV
ISHARES INC
+$328.0K
92,496
-3%
清仓
DOW
DOW INC
-$321.1K
0
-100%
增持
GDX
VANECK ETF TRUST
+$308.3K
18,507
+46%
建仓
UFPI
UFP INDUSTRIES INC
+$293.9K
2,240
清仓
AVGO
BROADCOM INC
-$289.0K
0
-100%
减持
SOFI
SOFI TECHNOLOGIES INC
+$276.0K
224,580
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$270.0K
10,115
-9%
清仓
MGC
VANGUARD WORLD FD
-$251.2K
0
-100%
建仓
SIL
GLOBAL X FDS
+$244.9K
6,979
建仓
PHG
KONINKLIJKE PHILIPS N V
+$238.7K
7,296
增持
IJH
ISHARES TR
+$238.3K
36,115
+5%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$229.7K
1,039
清仓
COP
CONOCOPHILLIPS
-$227.2K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$224.5K
0
-100%
建仓
IDU
ISHARES TR
+$219.9K
2,156
建仓
SLF
SUN LIFE FINANCIAL INC.
+$216.2K
3,726
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$212.6K
101,767
-3%
增持
DON
WISDOMTREE TR
+$207.7K
40,917
+2%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$200.6K
0
-100%
增持
MCD
MCDONALDS CORP
+$187.0K
3,411
+2%
增持
IEFA
ISHARES TR
+$183.8K
9,197
+25%
增持
IWV
ISHARES TR
+$183.1K
3,188
+15%
减持
ACWI
ISHARES TR
+$182.7K
30,703
-1%
减持
IQLT
ISHARES TR
+$178.4K
73,887
-0%
减持
CL
COLGATE PALMOLIVE CO
+$178.2K
28,518
-1%
增持
CAT
CATERPILLAR INC
+$177.5K
2,915
+1%
增持
AIVL
WISDOMTREE TR
+$176.5K
14,474
+1%
减持
IAK
ISHARES TR
+$168.6K
36,290
-9%
减持
AAPL
APPLE INC
-$163.8K
25,664
-12%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$162.8K
809
-50%
增持
HD
HOME DEPOT INC
+$160.7K
2,450
+1%
减持
ITB
ISHARES TR
+$159.5K
37,448
-18%
增持
ESGV
VANGUARD WORLD FD
+$159.2K
31,574
+0%
减持
VOE
VANGUARD INDEX FDS
+$146.6K
11,074
-3%
增持
IEMG
ISHARES INC
+$145.1K
9,166
+29%
减持
LLY
ELI LILLY & CO
-$138.7K
243
-38%
减持
INTC
INTEL CORP
-$137.8K
16,908
-2%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$136.0K
77,035
+2%
减持
PG
PROCTER AND GAMBLE CO
-$135.3K
13,607
-10%
减持
JPM
JPMORGAN CHASE & CO.
-$130.4K
11,353
-9%
减持
—
EXXON MOBIL CORP
-$129.7K
9,282
-12%
减持
VLUE
ISHARES TR
-$126.7K
49,196
-7%
减持
CZA
INVESCO EXCHANGE TRADED FD T
+$119.1K
15,785
-3%
增持
DHR
DANAHER CORPORATION
+$110.5K
3,551
+1%
增持
EFA
ISHARES TR
+$107.1K
18,426
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$103.7K
25,707
-0%
减持
COST
COSTCO WHSL CORP NEW
-$100.1K
237
-35%
增持
DE
DEERE & CO
+$99.0K
2,001
+2%
减持
—
ASML HOLDING N V
-$92.1K
351
-7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$91.4K
5,829
+0%
减持
PEP
PEPSICO INC
-$91.0K
3,853
-15%
减持
SYK
STRYKER CORPORATION
+$88.8K
4,729
-1%
减持
NEE
NEXTERA ENERGY INC
+$85.6K
6,924
-2%
减持
IWM
ISHARES TR
+$80.7K
4,919
-1%
增持
IWR
ISHARES TR
+$80.5K
11,231
+0%
减持
TSLA
TESLA INC
+$73.4K
1,899
-11%
减持
JNJ
JOHNSON & JOHNSON
+$72.1K
10,984
-6%
减持
GOOGL
ALPHABET INC
-$71.1K
1,756
-12%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$69.5K
3,613
+13%
增持
PFE
PFIZER INC
+$65.1K
11,861
+19%
减持
LMT
LOCKHEED MARTIN CORP
-$61.2K
692
-31%
减持
ABT
ABBOTT LABS
+$60.9K
44,909
-8%
增持
TRGP
TARGA RES CORP
+$58.9K
3,016
+0%
减持
—
ACCENTURE PLC IRELAND
+$58.7K
1,614
-4%
增持
BIBL
NORTHERN LTS FD TR IV
+$55.2K
20,451
+0%
减持
DGRS
WISDOMTREE TR
+$54.2K
16,694
-2%
减持
MO
ALTRIA GROUP INC
-$52.7K
6,020
-24%
减持
WMT
WALMART INC
+$50.7K
9,698
-10%
减持
V
VISA INC
-$49.5K
2,155
-12%
减持
PM
PHILIP MORRIS INTL INC
+$48.7K
3,514
-6%
增持
SUSA
ISHARES TR
+$46.8K
5,562
+0%
增持
MLKN
MILLERKNOLL INC
-$45.7K
29,401
+1%
减持
WFC
WELLS FARGO CO NEW
-$45.3K
7,564
-5%
增持
VSGX
VANGUARD WORLD FD
+$44.5K
10,349
+0%
减持
SVAL
ISHARES TR
+$41.7K
24,954
-4%
增持
AGG
ISHARES TR
+$40.9K
2,791
+12%
减持
ALL
ALLSTATE CORP
+$40.2K
1,672
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$38.9K
1,537
+17%
增持
ESG
FLEXSHARES TR
+$38.6K
4,858
+0%
减持
DFUV
DIMENSIONAL ETF TRUST
-$37.4K
5,684
-19%
增持
GOOG
ALPHABET INC
-$36.1K
3,491
+3%
增持
QQQ
INVESCO QQQ TR
+$34.7K
2,586
+1%
减持
IWF
ISHARES TR
-$33.9K
1,612
-8%
减持
RPV
INVESCO EXCHANGE TRADED FD T
+$33.8K
10,307
-3%
减持
—
EATON CORP PLC
+$31.4K
2,508
-2%
增持
AMZN
AMAZON COM INC
-$29.6K
14,585
+3%
增持
SDOG
ALPS ETF TR
+$29.1K
4,696
+0%
增持
ESGG
FLEXSHARES TR
+$28.3K
3,310
+0%
增持
DFAT
DIMENSIONAL ETF TRUST
+$28.1K
6,096
+2%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$27.7K
5,053
-1%
增持
AOA
ISHARES TR
+$23.4K
3,189
+4%
减持
ACWX
ISHARES TR
+$23.0K
5,738
-0%
减持
DFAI
DIMENSIONAL ETF TRUST
+$22.9K
11,192
-0%
减持
META
META PLATFORMS INC
+$22.0K
1,372
-9%
增持
NVDA
NVIDIA CORPORATION
+$21.4K
8,110
+4%
减持
XMLV
INVESCO EXCH TRADED FD TR II
+$20.1K
12,242
-7%
减持
ACWV
ISHARES INC
-$19.5K
8,470
-10%
减持
MDLZ
MONDELEZ INTL INC
-$19.5K
3,142
-18%
减持
KMB
KIMBERLY-CLARK CORP
-$14.5K
1,735
-8%
减持
AMGN
AMGEN INC
-$14.0K
1,355
-6%
减持
EFV
ISHARES TR
+$13.2K
4,795
-3%
增持
LBRT
LIBERTY ENERGY INC
+$13.0K
16,028
+14%
减持
KO
COCA COLA CO
+$12.8K
4,494
-8%
减持
DNL
WISDOMTREE TR
+$12.4K
43,801
-0%
减持
CRM
SALESFORCE INC
+$10.9K
1,029
-2%
减持
UNP
UNION PAC CORP
-$10.8K
854
-13%
减持
MMM
3M CO
+$9.0K
1,808
-22%
减持
CSCO
CISCO SYS INC
-$7.6K
5,323
-13%
减持
VOO
VANGUARD INDEX FDS
+$7.5K
8,189
-5%
建仓
—
CREATIVE MEDIA & CMNTY TR
+$6.6K
13,349
减持
DGRW
WISDOMTREE TR
-$6.4K
14,178
-7%
增持
MRK
MERCK & CO INC
-$5.5K
2,075
+7%
减持
PNC
PNC FINL SVCS GROUP INC
+$4.1K
1,237
-14%
